Hargreaves adds trackers to Wealth 150 Plus for first time

List of 13 index funds added

Anna Fedorova
clock • 3 min read

Hargreaves Lansdown is adding index trackers to its Wealth 150 Plus recommended fund list for the first time as investor interest in passives continues to grow.

The firm is adding 13 index funds, previously held on its Core Tracker List, to the Wealth 150 Plus, the first time passives will be included in the list since its launch in 2003. The move is aimed at making it easier for investors to compare funds, both active and passive, across each sector. Mark Dampier (pictured), head of research, said: "Private investors are pragmatic, not dogmatic, when it comes to their portfolio, and simply want the most appropriate fund for the market they are investing in, whether that is active or passive. "Index trackers have become an important part of...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Pensions tax breaks: Budget 'kite-flying' creating cash management challenge

Pensions tax breaks: Budget 'kite-flying' creating cash management challenge

Savers and advisers dealing with cash management quandary

Kate Toumazi
clock 14 October 2025 • 3 min read
Partner Insight: Finding the right partner for a managed portfolio service

Partner Insight: Finding the right partner for a managed portfolio service

Francis Clark Financial Planning set up a white-label managed portfolio service for their clients, but as the effects of COVID-19 played out and markets stagnated, they realised they needed a change. Managing Director Chris Reah explains how they found the right solution.

Chris Reah, Francis Clark Financial Planning
clock 13 October 2025 • 5 min read
Watch Professional Adviser's Working Lunch with Baillie Gifford - Decumulation Decisions: Resilient Monthly Income for Retirees

Watch Professional Adviser's Working Lunch with Baillie Gifford - Decumulation Decisions: Resilient Monthly Income for Retirees

Catch up on the discussion

Professional Adviser
clock 10 October 2025 • 1 min read